Lucey Management LLC
Plan context: Lucey Management LLC 401K Profit Sharing Plan and Trust
EIN 86-2280842 • Miami, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$247,320
2025 Contributions
$49,076
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $247,320 | $49,076 | $24,538iApproximate average salary by contribution assumption: employee only about $613,450 at 4% or $408,967 at 6%; with 50% employer match about $408,967 at 4% or $272,644 at 6%; with 100% employer match about $306,725 at 4% or $204,483 at 6%. |
| Lucey Management LLC 401K Profit Sharing Plan and Trust | - | 2 | $247,320 | $49,076 | $24,538iApproximate average salary by contribution assumption: employee only about $613,450 at 4% or $408,967 at 6%; with 50% employer match about $408,967 at 4% or $272,644 at 6%; with 100% employer match about $306,725 at 4% or $204,483 at 6%. |
| 2024 | 1 | 2 | $166,038 | $49,600 | $24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%. |
| Lucey Management LLC 401K Profit Sharing Plan and Trust | - | 2 | $166,038 | $49,600 | $24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%. |
| 2023 | 1 | 2 | $98,071 | $48,233 | $24,117iApproximate average salary by contribution assumption: employee only about $602,913 at 4% or $401,942 at 6%; with 50% employer match about $401,942 at 4% or $267,961 at 6%; with 100% employer match about $301,456 at 4% or $200,971 at 6%. |
| Lucey Management LLC 401K Profit Sharing Plan and Trust | - | 2 | $98,071 | $48,233 | $24,117iApproximate average salary by contribution assumption: employee only about $602,913 at 4% or $401,942 at 6%; with 50% employer match about $401,942 at 4% or $267,961 at 6%; with 100% employer match about $301,456 at 4% or $200,971 at 6%. |
| 2022 | 1 | 2 | $43,800 | $43,800 | $21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%. |
| Lucey Management LLC 401K Profit Sharing Plan and Trust | - | 2 | $43,800 | $43,800 | $21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%. |